Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Health Sciences Tr (BME)

76 + Investors. Track Smart Money conviction in BME. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BME

Based on 76 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BME than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
76 hedge funds hold BME right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

37 buying36 selling
Last quarter: 37 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 16 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 18% medium ■ 30% new
39 out of 76 hedge funds have held BME for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

9 → 14 → 16 → 11 → 14 new funds/Q
New funds entering each quarter: 14 → 16 → 11 → 14. BME is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 37% newcomers

■ 53% veterans ■ 11% 1-2yr ■ 37% new
Entry-cohort mix of 76 holders: 40 (53%) are 2+ year veterans, 8 entered 1–2 years ago, and 28 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
14 of 76 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BME. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BME

In 2026 Q1, 37 hedge funds were net buyers of BME (14 opened a new position, 23 added to an existing one), while 36 reduced or exited (23 trimmed, 13 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 55% of total institutional value in BME is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 76.

Hedge Fund Ownership: BME

How many hedge funds hold BME — quarterly history vs. share price
Quarterly hedge fund ownership of BME vs. share price

Market Analysis: BME

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BME

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Blackrock Health Sciences Tr (BME) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BME has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
BME
+3.3%
XLF
+9.5%

BME outperformed XLF by -6.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BME
+1.9%
XLF
+5.8%

Since the filing became public, BME outperformed XLF by -3.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BME
76 + Investors

Track Smart Money conviction in BME. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 76 75 1.33%
13F Shares 3M 7M -60.71%
Total Value $99M $240M -58.68%
New Positions 14 11 +3
Increased Positions 23 24 -1
Closed Positions 13 13 -
Reduced Positions 23 21 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BME

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

76 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BME. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BME holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nova R Wealth, Inc. 1.90% 154,617 $6.0M
2 Cypress Capital Management LLC (WY) 1.60% 44,860 $1.7M
3 1607 Capital Partners, LLC 0.65% 233,260 $9.0M
4 Smith Asset Management Co., LLC 0.55% 16,529 $637K
5 PMG Family Office LLC 0.29% 6,705 $258K
6 Alessandra Capital Management, LLC 0.26% 7,085 $291K
7 Sage Investment Counsel LLC 0.23% 5,400 $208K
8 Cornerstone Advisory, LLC 0.20% 53,874 $2.1M
9 Karpus Management, Inc. 0.17% 141,442 $5.4M
10 Pvg Asset Management Corp 0.15% 6,207 $251K
11 Founders Financial Alliance, LLC 0.13% 19,329 $744K
12 Wealthspire Retirement, LLC 0.12% 51,887 $2.0M
13 Hara Capital LLC 0.08% 4,056 $156K
14 Nbc Securities, INC. 0.04% 14,447 $556K
15 Waterfront Wealth Inc. 0.04% 5,275 $203K
16 Summit Financial, LLC 0.02% 48,042 $1.9M
17 Diversified Enterprises, LLC 0.02% 11,018 $424K
18 SOA Wealth Advisors, LLC. 0.01% 1,880 $72K
19 Money Concepts Capital Corp 0.01% 5,415 $209K
20 HBK Sorce Advisory LLC 0.01% 13,961 $544K
21 HUB Investment Partners, LLC 0.01% 7,000 $270K
22 XTX Topco Ltd 0.01% 8,108 $312K
23 Geneos Wealth Management Inc. 0.00% 4,899 $189K
24 Keating Financial Advisory Services, Inc. 0.00% 679 $26K
25 Kestra Advisory Services, LLC 0.00% 27,681 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock Health Sciences Tr (BME)

What does the Smart Money Trend signal show for BME?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BME than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BME?

Slight buying edge — 51% buying: Last quarter: 37 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BME holders?

Elite ownership — 55% AUM from top-100 funds: 14 of 76 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BME. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BME?

51% of holders stayed for 2+ years: 39 out of 76 hedge funds have held BME for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Blackrock Health Sciences Tr (BME) following the 2026 Q1 hedge fund 13F filings?

As of today, BME has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -3.9%. Since the quarter end (March 31, 2026), BME has gained +3.3% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →